• We are fiercely
    vertical in the financial services space.

    Our industry expertise provides customized advice
    and frees our clients from operational disruption.

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  • We have
    real world
    experience.

    Our firm is run by financial services professionals with
    decades of experience in transaction & business advisory.

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  • “Gladstone’s
    advice was
    invaluable.” 

    Gladstone has assembled a comprehensive team of Business Advisors,
    as well as Legal, Tax and Valuation experts, all under one roof.

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  • Our advisory
    model is unique
    to our space.

    Gladstone helps independent financial advisory firms achieve their
    growth objectives and gain a competitive advantage.

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  • There are no
    mergers of
    equals.

    Someone has to run the business. The key to a successful merger is having
    a clear strategic rationale, strong relationships and tightly defined terms.

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Working exclusively on behalf of the Independent Financial Advisory industry, Gladstone provides complete business and transaction advisory services for business leaders and entrepreneurs.

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Get in Touch

We want to hear from you & see how we can be of service to you. Get in touch with us & we can help answer any questions you might have, in strict confidence!

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Our firm is committed to you and the perpetuation of your business. We recognize that having the best advice and representation is critical to achieving success.

Gladstone was co-created by Investment Banker Paul Lally and Executive Search entrepreneur Dan Kreuter to provide high-end Transaction Advisory consultation to an under-served market: the successful Independent Financial Advisory firm. We have collectively helped hundreds of businesses transition and optimize value.

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